The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed to demonstrate the differences between conservative, moderate, and ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management so ...

Model portfolios are increasingly using more separate accounts in their lineup while turning away from ESG-related investments, according to an analyst from Cerulli Associates. In a webinar this week ...

To find out if you’re on track to reach your financial goals, review your current portfolio balance, combined with your ...

(Reuters) - Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms looking for help winnowing through the rapidly growing array of ...